Forms and Worksheets

To view a list of forms, instructions and worksheets owned or referenced by Financial Affairs departments, you may search by department owner or by form name. View the What's New section for a list of recent changes to forms and worksheets, including revisions, removal of existing forms and addition of new forms.

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Used to request changes to an existing Corporate Liability Individual Billed Account (CLIBA) card, Travel Advance Card (TAC) and/or Procurement Card (Procard). Form may also be used to request changes to program administrator access (CLIBA and TAC only) or to the Procard reviewer or electronic desk access.

Used by departments/divisions to create an Internal policy document that details steps to ensure the safety and security of cash, checks and credit card information from Internal and External unauthorized users.

Used to indicate the products, quantities and agreed prices for products or services the seller has provided the buyer. It is an itemized statement of funds owed for goods shipped or services rendered.

UTSA Office of the President form used to request permission to serve alcoholic beverages at any on-campus UTSA sponsored event not involving students, or at an off-campus site where the server is not licensed by the Texas Alcoholic Beverage Commission (TABC).

This form will only be used to request retro-funding changes for non-grant cost centers dated prior to 5-1-2014.
Please use the UTSA Research "Cost Transfer/Voucher Correction Request form for Salary/Wages" to request retro grant funding changes.

Used by eligible employees and students to request a travel advance to pay for allowable expenses while traveling on official UTSA business using the Travel Advance Card (TAC) as the travel payment method.

Used by eligible employees and students to request a travel advance to pay for allowable expenses while traveling on official UTSA business whom prefer to use either Direct Deposit or Check as the travel payment method.